-29.9%
ARKK vs WEC
+30.3%
-60.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.7% |
| 7D | -4.7% | -1.3% | -3.4% | -4.6% |
| 30D | +3.1% | -0.4% | +3.4% | +3.0% |
| 3M | +13.8% | -6.8% | +20.6% | +14.5% |
| 6M | +14.0% | -6.4% | +20.3% | +14.5% |
| YTD | +8.0% | +2.5% | +5.5% | +6.9% |
| 1Y | +9.9% | -0.4% | +10.3% | +9.3% |
| 3Y | +90.2% | +38.5% | +51.6% | +74.8% |
| 5Y | -29.9% | +31.7% | -61.6% | -34.1% |
| All | -29.9% | +30.3% | -60.2% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling